Produce monthly statements individually and in a batch as html or pdf documents. Issue detailed statements for Customers as well as remittance reports for Syndicators. Statements are customizable - place your company logo and include marketing messages.

Sync your CRM platform for the full end-to-end operation process management experience, from the preliminary Lead stage all the way through the Opportunity, Underwriting, Approval, Electronic Signature Contract Preparation, Automated Account Origination and Financial Account Managment.
*Currently integrated with Salesforce.com but can be integrated with any CRM platform.